Advisor Team Recruits Dallas-Spot Solo Financial Professional James Keller
3 min readPHOENIX, Jan. 7, 2021 /PRNewswire/ — Advisor Group, the nation’s greatest network of impartial prosperity management firms, right now announced the successful recruitment of James Keller, a solo economical experienced based in Allen, Texas, with $102 million in overall customer assets.
Mr. Keller will join Advisor Group by its subsidiary and network member company Woodbury Economic Services. Advisor Group also includes FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Economical, Inc., Securities The united states, Inc. and Triad Advisors, LLC.
With just about 20 a long time of knowledge as a fiscal specialist, Mr. Keller gives financial commitment, retirement, tax and estate preparing products and services to clients across Texas. He is a accredited monetary planner and Chartered Retirement Organizing Counselor.
Rick Fergesen, CEO and President of Woodbury, claimed, “James Keller has constructed a powerful enterprise and we are proud to welcome him to the Advisor Group and Woodbury spouse and children. We search forward to giving him with the services, platforms and options he wants to provide his clientele and expand his business enterprise.”
The go marks Mr. Keller’s transition into working as an impartial fiscal specialist.
Mr. Keller claimed, “As I weighed the possibility to swap to the impartial channel, it was very clear that signing up for Advisor Group and Woodbury was the most effective alternative for my enterprise and my consumers in the extended term. Advisor Team and Woodbury supply monetary specialists with all the instruments they want to prosper as small business proprietors in a competitive surroundings, and I am psyched to just take benefit of the new options for development that our romantic relationship will foster. I am also thrilled to be working with one particular of Woodbury’s fantastic Regional Vice Presidents, Todd Rate, who will assistance to even more accelerate the expansion of my company by means of recruiting and other assistance.”
Greg Cornick, President for Tips and Wealth Administration at Advisor Team, said, “On behalf of the whole Advisor Group community, it is my honor to welcome James Keller to our firm. His monitor report of serving shoppers with integrity and excellence makes him an perfect suit for us, and we are glad to have him on board. Shifting forward, we will continue on to make strategic investments in the tools, platforms and options that will empower even more development for James and all the other 11,000-plus monetary experts with whom we companion. We are, as usually, in their corner, and we stand prepared to enable them access new degrees of success.”
About Woodbury Economical Providers
Woodbury Fiscal Solutions, Inc. is portion of Advisor Group, the nation’s major community of independent prosperity management firms, and is a Registered Investment decision Advisor, member FINRA and SIPC. Woodbury Money has practically 1,600 affiliated impartial fiscal advisors and is headquartered in Oakdale, MN.Woodbury employs a customer-driven tactic focused on conference the exceptional requires of businesses and persons. For additional info take a look at https://www.joinwoodbury.com/.
About Advisor Team
Advisor Group, Inc. is the nation’s most significant community of unbiased prosperity management firms, serving about 11,100 financial experts and overseeing above $450 billion in customer belongings. The company is mission-pushed to aid the strategic job that advisors can enjoy in the lives of their purchasers. Cultivating a spirit of entrepreneurship and independence, Advisor Team champions the enduring price of fiscal industry experts and is fully commited to getting in their corner each and every action of the way. For extra information and facts visit https://www.advisorgroup.com.
Securities and financial investment advisory services are presented via the corporations: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC, and Woodbury Financial Companies, Inc., broker-sellers, registered financial investment advisers, and customers of FINRA and SIPC. Securities are presented by way of Securities America, Inc., a broker-dealer and member of FINRA and SIPC. Advisory solutions are provided by way of Arbor Point Advisors, LLC, Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Remedies, LLC, registered investment advisers. Advisory programs available by FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Monetary, Inc., and Woodbury Economical Solutions, Inc., are sponsored by Eyesight2020 Wealth Management Corp., an affiliated registered financial investment adviser. Advisor Group, Inc. is an affiliate of these corporations. 20 E. Thomas Rd., Ste. 2000, Phoenix, AZ, 85012. 866.481.0379.
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